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Jersey Case Law

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Trusts [2021] JRC 140

Representation of the Velloz Settlement 26-May-2021

Representation of the Velloz Settlement 26-May-2021 [2021] JRC 140 (26 May 2021)

The Royal Court of Jersey ordered trustee retirement documents to be executed, or VT would be removed, and directed the parties to resolve a trustee-fee dispute separately.

  • Trustee retirement
  • Trustee removal
  • Trustee fees
  • Court's supervisory jurisdiction
  • Reasonable security for outgoing trustee
  • Indemnity provisions
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Trusts and equity [2021] JCA 012

Mr A v V Trustees Limited (formerly G Trustees Limited) and Ors 19-Jan-2021

Mr A v V Trustees Limited (formerly G Trustees Limited) and Ors 19-Jan-2021 [2021] JCA 012 (19 January 2021)

The Court of Appeal refused a litigant in person’s request for an amicus curiae, finding the appeal issues were straightforward and not beyond his ability to argue.

  • Appointment of amicus curiae
  • Trustee retirement
  • Expert evidence
  • Appeal procedure
  • Amicus-curiae
  • Appeal-procedure
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Trusts [2016] JRC 143

Crociani -v- Crociani

Crociani -v- Crociani [2016] JRC 143 (23 August 2016)

The Royal Court ordered disclosure over a trustee retirement and replacement appointment, holding Jersey law governed privilege and that most relevant documents were not privileged.

  • Trustee retirement
  • Appointment of new trustee
  • Disclosure and privilege
  • Jurisdictional disputes
  • Fiduciary duties
  • Trust-disclosure
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Trust law [2013] JRC 252

Representation of RBC Trustees (CI) Limited

Representation of RBC Trustees (CI) Limited [2013] JRC 252 (12 December 2013)

The Jersey Royal Court ordered a beneficiary to appoint a new trustee and services provider, and allowed the trustee to forgive a debt and wind up the trust if she failed.

  • Trustee retirement
  • Appointment of new trustee
  • Forgiveness of debt
  • Termination of trust
  • Trust-law
  • Trustee-appointment
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Trusts and estates [2008] JRC 062

T Settlement

T Settlement [2008] JRC 062 (17 April 2008)

The court held that a trustee’s retirement under section 39(1) of the Trustee Act 1925 did not need a single deed. Related July 2001 deeds validly discharged Ms Stoten.

  • Trustee retirement
  • Construction of trustee act 1925 s39(1)
  • Effectiveness of retirement by deed
  • Consent by co-trustees
  • Interpretation of statutory requirements
  • Implied exercise of powers
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Jersey decisions are organised by court, judge, legal area and indexed issue so a practitioner can move from a proposition to a citable authority with the surrounding context intact.